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Boulder Hill Capital Management’s Jefferies Financial Group JEF Stock Holding History

Boulder Hill Capital Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-99,996
Closed -$3.66M – 144
2023
Q3 		$3.66M Buy
+99,996
New +$3.58M 2.28% 9

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boulder Hill Capital Management's JEF Position: Q4 2023 in Review

Boulder Hill Capital Management sold out of Jefferies Financial Group (JEF) in Q4 2023, closing a stake of 99,996 shares — an estimated $3.66M sold.

Boulder Hill Capital Management first reported a position in JEF in Q3 2023 and held it in 1 quarter. The position peaked at $3.66M in Q3 2023. 475 funds tracked by Wall St. Rank hold JEF as of Q4 2023.

  • Boulder Hill Capital Management reported no remaining Jefferies Financial Group position as of Q4 2023 after selling out during the quarter.
  • Boulder Hill Capital Management sold 99,996 Jefferies Financial Group shares in Q4 2023, an estimated $3.66M.
  • Boulder Hill Capital Management first reported a position in Jefferies Financial Group in Q3 2023 and held it in 1 quarter.
  • Boulder Hill Capital Management's Jefferies Financial Group position peaked at $3.66M in Q3 2023.
  • 475 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2023.

Based on Boulder Hill Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.